《股票作手回忆录·第六章·旧金山地震·做空联合太平洋》第11节
I wasn’t thinking of anything except that I was right--100 per cent right--and that this was a heaven-sent opportunity. It was up to me to take advantage of it. I sold more. Did I think that with such a big line of shorts out, it wouldn’t take much of a rally to wipe out my paper profits and possibly my principal? I don’t know whether I thought of that or not, but if I did it didn’t carry much weight with me. I wasn’t plunging recklessly. I was really playing conservatively. There was nothing that anybody could do to undo the earthquake, was there? They couldn’t restore the crumpled buildings overnight, free, gratis, for nothing, could they? All the money in the world couldn’t help much in the next few hours, could it? I was not betting blindly. I wasn’t a crazy bear. I wasn’t drunk with success or thinking that because Frisco was pretty well wiped off the map the entire country was headed for the scrap heap. No, indeed! I didn’t look for a panic. Well, the next day I cleaned up. I made two hundred and fifty thousand dollars. It was my biggest winnings up to that time. It was all made in a few days. The Street paid no attention to the earthquake the first day or two. They’ll tell you that it was because the first despatches were not so alarming, but I think it was because it took so long to change the point of view of the public toward the securities markets. Even the professional traders for the most part were slow and shortsighted.
注释摘要
这段文字，是杰西·利弗莫尔在他的化身——拉里·利文斯顿——身上，为我们展现的一种极其危险却极具诱惑的心理状态：当一个人自认握有绝对真理时，那种可以合理化一切冒险行为的内心独白。 他反复强调“我不是在盲目赌博”“我不是疯狂的赌徒”，这恰恰是问题所在。一个真正的赌徒，往往不会承认自己在赌博。他会用一连串看似无懈可击的逻辑，为自己的行为编织出一件理性的外衣。利文…